EASTON FAMILY FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EASTON FAMILY FUND INC (EIN 13-6103454)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-23
- IRS object ID
- 202411449349101201
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-23T13:33:20-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135549855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davidson Dawson & Clark LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E 42nd St 38th Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136103454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTON FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 2127345044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 65TH STREET 13B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH EASTON | PersonNm |
| Person Title | CHAIRMAN/SECY | PersonTitleTxt |
| Phone | 2127345044 | PhoneNum |
| Signature | 2024-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | EASTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louise M Fitzsimons | PreparerPersonNm |
| PTIN | P01390736 | PTIN |
| Phone | 2125577700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,506,868 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $140 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $687 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $687 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $899 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,909 | CashBOYAmt |
| Cash EOY | $55,014 | CashEOYAmt |
| Cash EOYFMV | $55,014 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,999 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $705,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $668,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,265,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $136,769 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $84,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $67,283 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,120 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $978,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $934,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,506,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $978,669 | CapitalStockBOYAmt |
| Capital Stock EOY | $966,037 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$31,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $978,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $934,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $978,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $934,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $978,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $947,343 | SubtotalAmt |
| Other Decreases | $12,632 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $934,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| American Campus Communities | P | 2022-08-10 | $36,009 | $14,895 | $21,114 | $21,114 |
| Canadian Natl Ry Co 7.625% due 5/15/23 | P | 2023-05-15 | $20,000 | $20,000 | $0 | $0 |
| Equinor ASA 7.75% due 6/15/23 | P | 2023-06-15 | $20,000 | $20,000 | $0 | $0 |
| Ascendas-return of capital | P | $247 | $247 | $0 | $0 | |
| Union Pacific-return of capital | P | $1,389 | $1,389 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $880 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS EASTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9179714347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 65TH STREET 13B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS EASTON | ||||||||
| 30 EAST 65TH STREET 13B | NEW YORK | NY | 10065 | PRESIDENT/TRE | 0.00 | $0 | $0 | $0 |
| ELIZABETH EASTON | ||||||||
| 30 EAST 65TH STREET 13B | NEW YORK | NY | 10065 | CHAIRMAN/SECY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,342,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,481,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,481,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,459,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $843 | TotalTaxAmt |
| Distributable Before Adj | $72,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,563 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,958 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,424 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $321,817 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $75,958 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $245,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,821 | ExcessFromYear4Amt |
| Excess From Year3 | $78,366 | ExcessFromYear3Amt |
| Excess From Year2 | $52,855 | ExcessFromYear2Amt |
| Excess From Year1 | $27,393 | ExcessFromYear1Amt |
| Excess From Current Year | $19,424 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Center for Curatorial Leadership | ||||||||||
| 174 East 80th Street | New York | NY | 10075 | NONE | Curatorial research | $11,010 | ||||
| Chabad of Mumbai | ||||||||||
| NONE | Religious outreach | $15,515 | Nariman Lighthouse Azad Nigar | ColabaMumbai | India | IN | ||||
| Chabad West Village | ||||||||||
| 12 Grove Court | New York | NY | 10014 | NONE | Religious outreach | $13,384 | ||||
| Clark Art Institute | ||||||||||
| 225 South Street | Williamstown | MA | 01267 | NONE | Arts support | $1,000 | ||||
| Massachusetts Museum of Contemporary Art | ||||||||||
| 1040 MassMoCA Way | North Adams | MA | 01247 | NONE | Arts, culture and humanities | $20,000 | ||||
| Metropolitan Museum of Art | ||||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | Painting conservation in memory of Michael Gallagher | $2,500 | ||||
| Metropolitan Opera | ||||||||||
| 30 Lincoln Center | New York | NY | 10023 | NONE | Education in opera | $7,500 | ||||
| MOMA Giving | ||||||||||
| 11 West 53rd Street | New York | NY | 10019 | NONE | Educational programs | $1,500 | ||||
| Music Mountain | ||||||||||
| PO Box 738 | Lakeville | CT | 06039 | NONE | Music teaching programs | $1,000 | ||||
| National Audobon Society | ||||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | NONE | Bird conservation | $250 | ||||
| New York Studio School | ||||||||||
| 8 West 8th Street | New York | NY | 10011 | NONE | Growth in art education | $150 | ||||
| Pan Mass Challenge | ||||||||||
| 77 4th Avenue | Needham | MA | 02494 | NONE | Cancer research | $3,040 | ||||
| Pelotonia | ||||||||||
| 450 West Broad St | Columbus | OH | 43215 | NONE | Funding for cancer research | $232 | ||||
| Ronald McDonald House Charities | ||||||||||
| 4560 Fountain Ave | Los Angeles | CA | 90029 | NONE | General support | $263 | ||||
| School of Humanity & Awareness (SoHA Foundation) | ||||||||||
| 6255 Barfield Rd 110 | Atlanta | GA | 30328 | NONE | Support fulfillment through purpose for all | $3,000 | ||||
| Sharon Fire Department | ||||||||||
| 36 W Main St | Sharon | CT | 06069 | NONE | Support volunteer fire workers | $250 | ||||
| Sharon Fire Dept Ambulance Squad | ||||||||||
| PO Box 357 | Sharon | CT | 06069 | NONE | Support volunteer ambulance services | $250 | ||||
| Sharon Green Preservation Association | ||||||||||
| PO Box 1461 | Sharon | CT | 06069 | NONE | Preservation of the Sharon Green | $100 | ||||
| Sharon Land Trust | ||||||||||
| PO Box 1027 | Sharon | CT | 06069 | NONE | Preserve rural heritage | $250 | ||||
| Studio In A School | ||||||||||
| 75 West End Avenue | New York | NY | 10023 | NONE | Foster creative and intellectual development | $1,500 | ||||
| Tate Americas Foundation | ||||||||||
| 520 West 27th St 404 | New York | NY | 10001 | NONE | Grant making | $1,500 | ||||
| Tectonic Theatre Project | ||||||||||
| 520 8th Ave 313 | New York | NY | 10018 | NONE | Support the arts | $1,000 | ||||
| The Garden Conservancy | ||||||||||
| PO Box 608 | Garrison | NY | 10524 | NONE | Garden preservation | $250 | ||||
| The Hotchkiss Library | ||||||||||
| 10 Upper Main Street | Sharon | CT | 06069 | NONE | Capital campaign | $1,619 | ||||
| The Laundromat Project | ||||||||||
| 1476 Fulton St | Brooklyn | NY | 11216 | NONE | Foster the arts | $1,050 | ||||
| Wassaic Project | ||||||||||
| 37 Furnace Bank Road | Amenia | NY | 12592 | NONE | Foster the arts | $1,000 | ||||
| Whitney Museum | ||||||||||
| 99 Gansevoort Street | New York | NY | 10014 | NONE | Art and humanities | $1,200 | ||||
| Yale Center for British Art | ||||||||||
| 1080 Chapel Street | New Haven | CT | 06510 | NONE | Research, teaching and art curation | $1,000 | ||||
| Yale University History of Art | ||||||||||
| Loria Center 190 York St | New Haven | CT | 06511 | NONE | General support | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,563 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,273 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,114 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $62,387 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,387 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST MANHATTAN | BondNm |
| EOY Book Value | $84,409 | EOYBookValueAmt |
| EOYFMV | $67,283 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Mutual Funds | $97,276 | $83,499 |
| Fidelity Exchange Traded Products | $267,075 | $703,795 |
| Fidelity Stocks | $304,278 | $478,158 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity Other | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $26,660 | BookValueAmt |
| EOYFMV | $19,120 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Amortization of corporate bonds | $12,492 |
| Refund of federal excise tax | $140 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York Department of Law 2020 | $250 | $0 | $0 |
| Chase bank wire fees | $30 | $0 | $0 |
| ADR fees | $174 | $174 | $0 |
| NY Charities filing fee 2021 | $250 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIRST MANHATTAN INVESTMENT FEES | CategoryTxt |
| Amt | $687 | Amt |
| Net Investment Income | $687 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $818 | $818 | $0 |
| Federal excise taxes 2021 | $81 | $81 | $0 |
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